CMPAX Mutual Fund

CMPAX Mutual Fund

NAV$25.25
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Returns Overview

1 Month
-0.12%
3 Months
+5.11%
6 Months
+5.86%
YTD
+8.45%
1 Year
+6.44%
3 Years (annualized)
+4.63%
5 Years (annualized)
+2.29%
10 Years (annualized)
+8.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CMPAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+8.45%
Peer Avg (YTD)
+9.54%
vs Peers
-1.09%

CMPAX Mutual Fund Performance

CMPAX performance across multiple time periods: 1-month -0.12%, YTD 8.45%, 1-year 6.44%, 3-year 4.63%, 5-year 2.29%, 10-year 8.03%.

CMPAX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

CMPAX vs another fund shows side-by-side returns. CMPAX alternatives are available in the Mutual Fund Screener.